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New Pre-59½ Distribution Rules


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Guest Pat Matthews
Posted

Just thought I'd drop the forum a line to let everyone know about Rev. Rul. 2002-62. It significantly changes the way substantially equal periodic payments are calculated.

- Patrick Matthews

Brentmark Software

Guest gfweis
Posted

For more details and a few thoughts, visit the link. 72t on the Net - I'm really thinking we have lost more that we have gained, but only time will tell.

Posted

I don't know if we lost more than we gained, but we surely did not gain what we had hoped to gain.

Barry Picker, CPA/PFS, CFP

New York, NY

www.BPickerCPA.com

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